Paraplanner
Resource Matters Ltd

Newcastle Upon Tyne, Tyne and Wear
•3 hours ago
•No application
About
The RoleThis role entails an hybrid working arrangement You will be part of our clients paraplanning team, researching, preparing, and writing a wide range of reports within given timescales. You will deliver great service to our clients, and provide overall support to the Financial Consultants.The CandidateLevel 4 Dip or working towardsExperience in a Paraplanning roleGreat communication skills, and the ability to work within a teamA sound knowledge of investments, pensions, IHT planning and investment propositions. An understanding or willingness to incorporate Long Term Care planning.Knowledge of trustsConfidence in using systems e.g. Intelligent Office, FE AnalyticsThe RewardsThe salary will be dependent on experience and very competitiveA range of employee benefits




